DX2 Capital Management is a U.S. asset manager offering investment capabilities in global equities, particularly in U.S. and Chinese companies across the market-cap spectrum. Our sectors of focus include Financial, Consumer, and Technology .
My name is Zachary Knight and I am forensic accountant living in Manhattan. I graduated with a degree in finance and accounting from Villanova University. I opened my first brokerage account on my 18th birthday and have been investing ever since. My investing strategies have shifted significantly over time and I want to share what I have learned as a value investor. I run KnightInvestor.com and post articles on stock analyses, personal finance, and real estate investment.
I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have been active in the markets for several years, and am primarily focused on long/short equities.
I hold a Bachelor of Science Degree from Lehigh University, where I double majored in Finance and Accounting, with a minor in History. My major track focused on Investments and Financial Analysis. While at Lehigh, I was the Head Portfolio Manager of the Investment Management Group, a student group that manages three portfolios, one long/short and two long only. I have had two internships, one a summer internship at a large bank, and another helping to manage the Lehigh University Endowment for nearly a year.
Disclaimer: Bill reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation.
Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points.
Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.
Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:
Follow Mark on twitter: @stonefoxcapital
Ranjit Thomas, CFA manages a long short equities portfolio with the intention of generating steady returns with limited volatility and risk. He has experience working in the management consulting, private equity and hedge fund industries. His style of analysis is fundamental and focused on the numbers. He can be contacted via his LinkedIn profile or by email: his initials at spicecap.net.
Ioannis specializes in short selling. His SA recommendations have demonstrated more than 90% accuracy, providing investors with the opportunity to achieve 40% average annual return.
Ioannis holds an MPA from Harvard Kennedy School, an MBA from INSEAD and a Masters in Finance from London Business School.
Favorite quote: "It is easier to fool people than to convince them that they have been fooled." Mark Twain
I'm a tech financial consultant that work with startup founders and investors on various aspects of tech investing in the private and public markets.
I work with investors (VCs, hedge funds and P-E funds) on analyzing investment opportunities by performing financial due diligence, valuation, market and competitive analysis and more.
I work with startups to create their investor documents in an investor-facing manner that capture the real potential of their vision. I help these startups to create their financial model, BPs, pitch decks, analyze potential markets and competition, valuate the business and analyze the breakeven point.
I'm teaching finance courses in the top universities in Israel and I write for Seeking Alpha to share my analysis, research and thoughts with others who are passionate about finance and technology as I do.
I'm open to new opportunities. Feel free to contact me via the contact details below.
Email: firstname.lastname@example.org | LinkedIn: https://il.linkedin.com/in/lronen | Skype: lior.ronen.finro
Bears of Wall Street is a community of traders and financial analysts, who take a pragmatic approach to valuing companies. The majority of our articles have bearish sentiment and reflect our short stance on the market. Our investments include short sales of common stock and equity put options. If you liked our writing style and our view on the market – don’t forget to subscribe. If you have questions – feel free to ask them via direct messaging or through the comment section.
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!
Retail investor in his late twenties. Currently investing in long term, dividend-paying stocks. Hope to broaden my portfolio as I learn more about the madness of the market. I tend to write articles on interesting dividend-paying stocks with some miscellaneous thoughts thrown in from time-to-time.
Investment Advisor of long-only UCITS V daily equity fund DGC - Franck Muller Luxury Fund since 2014. Managing Partner at Genthod Global Wealth Management (Franck Muller’s investment division) since 2010. Sell-side equity research analyst at Natixis Securities from 2008 to 2010. Graduate from Skema Business School with a Master in financial markets.
- Operates the "A Dividend Growth Portfolio To Grow Old With" portfolio.
- Dividend growth investor.
- I hope to help others by doing something I love.
"An investment in knowledge pays the best interest." - Benjamin Franklin
- Graduated from The State University of New York at Buffalo in 2012, with a bachelor's degree in Business Administration with a concentration in financial analysis.
I've been contributing to SA since 2011, with a break to join the PRO editorial team from 2013-2015. I got my Series 7 and 63 back in 2000, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerage in NYC.
Former broker, now an independent analyst/writer on Seeking Alpha and founder and editor of the Growth Stock Forum. Focusing on small-cap, mid-cap and biotech stocks. Looking for substantial sales and earnings growth potential and seeking the best risk-adjusted returns from my stock selection. Taking advantage of medium to long-term momentum.
My articles represent my personal opinion and analysis and should not be regarded as investment advice in any way. Readers and subscribers should do their own due diligence and/or consult their financial advisor before making decisions to buy or sell securities. Trading and investing include risks, including loss of principal.
Exclusive research: http://seekingalpha.com/author/oneil-trader/research
Investor/trader focused on discovering under the radar stocks and alpha generating ideas for my readers. Additionally, I try to give a differentiated take on names readers might already be familiar with. My specialty is looking specifically for opportunities to achieve high % gains within a year's timeframe (ROTY- Runners of the Year). Last but not least, I highlight risk management and entry/exit strategies quite a bit, as I believe they represent areas that are often neglected but materially important for readers to understand and apply.
TipRanks Top 150 First Half 2017 (Top 100 First Quarter)
My biggest successes have been in the biotech arena (over $300k personal portfolio profits), while my biggest losses have been due to overconfidence and a failure to adequately heed the bear thesis on my picks.
As always, all posts are my personal opinion. None of my material should be considered as investment advice, as readers must make their own decisions based on their own financial situations or are encouraged to utilize an investment professional (CFP, etc). Trading and investing in stocks can be very risky, and investors can lose up to 100% of principal in the event of adverse circumstances. By reading my material readers are agreeing to the above and assuming all responsibility for their own investment decisions.
FAQ (Frequently Asked Questions)
1: Why don't you have positions in each of the ROTY model account ideas?
It's a great question, one I've been getting recently and good for those who have asked it. Long story short, I've cashed out the majority of my portfolio, including gains from previous years, to buy a condo here in Peru, the kind I've always wanted but never thought I'd be able to afford. I'm very thankful for where trading and investing has taken me up to this point. I also used the funds with my wife to start her retail clothing chain, one which has a unique premise and wide moat. After we finish furnishing the place as well as get her business into a dominant self-sustaining position, I plan to turn future cashflow toward ROTY investing. The scalable ROTY model account is a transparent manner for me to show readers in real-time how I would be going about my trades in hopes that they find it useful, regardless of their account size.
2: What should I do if a binary catalyst or key event is coming for a stock that I own?
Again, I don't give advice, but what I would do personally depends on the situation. In general we try to purchase stocks months or even over a year out before such an event happens, so that we can "play the runup". If for example a stock rises 50% prior to the event, an investor can take full profits (sell the position) before the event if he or she has low risk tolerance (ie. doesn't want to lose money). If the investor has higher risk tolerance (I'm in this category generally), he or she can take partial profits (ie. sell 25% to 75% of shares) and hold the rest. If the trial data is positive or treatment is approved by the FDA or earnings are outstanding, then the investor will enjoy that big gain and bank the money. However, if the event has a disappointing result, at least you've already locked in gains and lose less. Just my two cents and how I typically operate.
Recent high-school graduate based in Singapore looking to break into the buy/sell-side. Grateful for opportunities to interview locally.
Disclaimer: The author's reports contain factual statements and opinions. He derives factual statements from sources which he believes are accurate, but neither they nor the author represent that the facts presented are accurate or complete. Opinions are those of the the author and are subject to change without notice. His reports are for informational purposes only and do not offer securities or solicit the offer of securities of any company. Mr. Goh ("Lester") accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of his reports or their content. Lester advises readers to conduct their own due diligence before investing in any companies covered by him. He does not know of each individual's investment objectives, risk appetite, and time horizon. His reports do not constitute as investment advice and are meant for general public consumption. Past performance is not indicative of future performance.
Richard J. Parsons is a former banker who writes about banking. His newest book is “Investing in Banks: Strategies and Statistics for Bankers, Directors, and Investors,” published in April 2016 by The Risk Management Association. In this book he examines long-term bank stock performance and identifies specific factors that create and destroy shareholder value. He is also the author of Broke: America’s Banking System, published in 2013. In this book Parsons explains why the U.S. banking system has suffered nearly 3,500 bank failures over the past three decades. Parsons is a frequent contributor to the American Banker and the Risk Management Journal. He teaches the Operational Risk Management course for the Wharton-RMA Advanced Risk Management Program as well as the Advanced Operational Risk Management course for the RMA. The RMA Journal selected Parsons’ article -- “The Next Crisis in Banking: A Talent Crisis?” -- as the first place winner in its 2014 Journalistic Excellence Award. Prior to writing and speaking about the banking industry, Parsons spent more than 31 years at Bank of America where he was an executive vice president and member of the Management Operating Committee. In his last role he chaired the bank’s Operational and Compliance Risk Committee and the Emerging Risk Committee. Parsons has a BA in history from Ohio Wesleyan University and an MBA from the University of Virginia Darden School of Business.
Darwin Capital Management invests in quality compounders, which are companies with high and sustainable returns on capital and barriers to entry, and aims to generate returns higher than those provided by common equity indices over a long time horizon. The firm does not confine investments to a particular industry or company size. Our ground rules are largely similar to those stated in Buffett Partnership letters. We cannot guarantee results, but we promise to select investments on the basis of value, not popularity; avoid permanent loss of capital to the best of our ability, but we cannot avoid the near-term, temporary fluctuations of the general market; and invest virtually all of our personal net worth in the investments we suggest.
For SA purposes, I always like it when a contributor tells you where they come from. So here are my top 10 holdings at the end of H1 2017: BABA, TCEHY, NPSNY, BRK-B, AAPL, UA, WM, MCD, DLR, O
Also, here were my top 10 holdings as of the end of Jan 2016: BABA, BRK-B, AAPL, TCEHY, SFTBY, WM, MCD, O, DLR, KHC
I have an international MBA in Finance from the #1 international business school in the world, the University of South Carolina Moore School of Business. I currently teach finance at East China Normal University in Shanghai, China. I concentrate on improving the positioning of my retirement portfolio, believing that a low-beta, reasonable dividend approach is the best portfolio strategy to slowly build true wealth. If you want to retire well on a dependable income stream, follow my posts and check out my writings.
Formerly: John Galt.
The majority of my capital is invested in Dividend Growth stocks. I also enjoy searching for the next big thing.
To grade my investment decisions: I've usually been able to "buy low", but I've often sold out too early. I'm firmly against losing money. I have no problem with building up my portfolio slow and steady. After the 2008 Financial crisis I've been much more macro focused instead of being more of a stock picker.
I love a good stock debate, looking at the best bull case, best bear case and picking my side. I believe in doing your own due diligence! I enjoy reading finance/stock market books among other things.
Love traveling, and always have my eye out for the next investment idea when at home or abroad.
My profile picture is an actual picture of me and 3 of my siblings from 1967. My youngest brother had not yet been born. I was 5, my brother was 4 and my sisters were 3 and 2.
I have been a software engineer developing applications in various fields for over 30 years. I began investing in mutual funds for my 401(k) back in 1988.I started investing outside of my retirement account a little over 17 years ago. I used to follow a value oriented strategy, but after I saw how that worked less well than I liked during the financial crisis, I began to switch over to a more income based approach.
I had always thought that dividends were important but didn't have a systematic way to evaluate stocks that paid them until I found SA and DGI. Starting around 2010, I have switched my portfolio to a DGI strategy.
One of my most profitable picks turned out to be Freddie Mac, which I originally chose because I liked the dividend and because I once worked there. When it first ran into problems I increased my holdings because it still looked like a good value to me. I eventually managed to buy several thousand shares at a cost of $0.50 (I knew that was a good value) and eventually exited the stock at a price that was $5 a share above my average share cost.
My biggest miss was when I sold out my 100 shares of Apple shortly after Steve Jobs returned but before he had done much to improve the companies outlook. My holdings include : CCP CMI DLR EMR LTC GIS JNJ KMI KO MCD MO MSFT O OHI PG T VGR WEC XOM
J. Stephen Castellano founded the investment research and strategy consulting firm Ascendere Associates in 2009, building upon a diversified 20-year career in sell side and buy side equity research. His roles included coverage of the steel industry at PaineWebber and telecom services at Warburg Dillon Read (the predecessors to UBS), where he worked closely with institutional sales people, traders and investment bankers. In addition, he provided analytical support for numerous independent valuation, consulting and investment banking studies, including for mergers, secondary offerings and IPOs.
There are two places that I love almost equally, the supermarket and the stock market. Both loves came from my grandparents. My grandmother descended from a long line of gourmet cooks and taught me that eating well leads to living well. My grandfather taught me to invest early in gold and silver and spurred my interest into the world of finances which eventually led me to the stock market. I was hooked as soon as I started investing.
I'm a founder of finbox.io, an online stock research platform designed for individual investors and asset managers who care about understanding a stock’s fundamental value. The platform provides a quick sanity check so that investors can understand what they’re investing in and why. Our tools have been featured in Barron’s Magazine on multiple occasions (https://blog.finbox.io/barrons-features-finbox-io/).
Prior to finbox.io, I worked for an investment banking group providing fairness opinions in connection to stock acquisitions. I spent much of my time building valuation models to help clients determine an asset’s fair value and believe these same valuation models should be used by all investors before buying or selling a stock.
At Integer Investments we focus on US and European equities with a value/GARP strategy. Most articles are written by our portfolio manager Cristiano Bellavitis, Ph.D. Articles written by our analysts will be signed at the top. To view the profile of our analysts please visit our website.
Cristiano is also an Assistant Professor at the Auckland Business School (New Zealand). He earned a Ph.D. from Cass Business School, City University of London. He applies academic rigour to our investment strategy.
If you want us to follow certain stocks or if you are interested to learn more about Integer Investments feel free to get in touch.